Pathward Financial
CASH
168 hedge funds and large institutions have $1.03B invested in Pathward Financial in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
17% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.29M
10% more capital invested
Capital invested by funds: $937M → $1.03B (+$95.7M)
3% more funds holding
Funds holding: 163 → 168 (+5)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
16.73% less ownership
Funds ownership: 92.22% → 75.49% (-17%)
24% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.44M |
| 3 |
Goldman Sachs
New York
|
+$4.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.45M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$12.2M |
| 2 |
BlackRock
New York
|
-$12M |
| 3 |
CWM
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
-$7.33M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$6.39M |
| 5 |
Renaissance Technologies
New York
|
-$3.54M |
CASH Hedge Fund Activity: Q4 2019 in Review
168 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Pathward Financial (CASH) for Q4 2019, worth a combined $1.03B — up 10% from $937M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CASH positions and 19 closed out — a net gain of 11 holders — while 50 added to existing stakes and 66 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $12.7M. The largest seller was American Financial Group, exiting entirely with an estimated $12.2M sold.
- 168 institutional investors held Pathward Financial (CASH) as of Q4 2019, up from 163 in Q3 2019.
- Funds reported $1.03B of Pathward Financial stock for Q4 2019, up 10% quarter-over-quarter.
- 30 funds opened new Pathward Financial positions in Q4 2019 and 19 closed out, a net change of +11 holders.
- The largest Pathward Financial buyer in Q4 2019 was Arrowstreet Capital, an estimated $12.7M added.
- The largest Pathward Financial seller in Q4 2019 was American Financial Group, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2019.